Good question..

Might have to wait to dig into that deeper on a rainy day.. "uh hum."  We're not the only supplier to the world.. but we do tend to be the world's Carryover.. Last place to buy from.. First in a shortage.. etc..

Aka "we're THE CHAIR" when the production music stops..  "Whoopsie.. better get some inventory.. Call the US of A.."

At least we're not threatened with Russian tanks.. See Ukraine.. or some of the other pit falls facing other producers..

I just think the HYPE over the big deflation.. Crude Crash.. (and bear's enjoy it while it lasts..) is over done.. cause here in a few.. "it's back to reality" as far as options go...

How confident are you of your 2015 wheat crop?

Worried about any of it blowing out...?

I am here..

when the music stops.. things are gonna get interesting in a hurry.. see precip maps above.. Maybe it rains/snows... maybe it doesn't...

???

later.